How do I pull a list of Agency Transactions in JenesisClassic?

Sometimes an agency may need to pull a list of transactions performed by the agency or a specific user. Jenesis offers you this option.


To pull it follow these simple steps:

1. From the Main Screen click on Reports

2. Choose Production Reports

3. Under the Misc tab choose Agency Transaction Report

4. Put in a Beginning Date and End Date for the time period you want to view

5. Click View and your report will generate.

Keep in mind you can Print or Email this report. You can also set it up as a Favorite and have it automatically emailed to you when you want it, Daily, Weekly, Monthly, or Quarterly.

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Category: Reporting

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